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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (24140)	12/6/1999 8:41:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Oooo... You're some kinda numbers magician! I lllike magic! Tell your thread mates on the MSFT, How High *Are These Guys thread that you've been to the SI SUNW thread and that we're coming over there soon to get our money (about 2 Billion dollars). Thanks for the invite! Start saving up those amazing facts. You're gonna need 'em. -JCJ

To: rudedog who wrote (24140)	12/7/1999 12:24:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 64865

Dog, Isn't this thread great! No matter what the facts they shrug them off. With stockholders like these, a company does not not need fundamentals or other performance metrics. I think if everyone continues to hold their shares tightly that we could see perhaps another 45 points by mid January. This will lead to another split in say march and the stock could begin to rival General Electric by the end of the year. Earning and earnings growth are no longer as important as sheer momentum. We are entering a new era in the NASDAQ in which PR departments are more important than sales, marketing, engineering or production. Twister made a great observation about EMC but similar things can be said about AOL. QCOM is and shall remain the king of the hill for this new paradigm. QQQ is showing signs of exhaustion gaps... :)

To: rudedog who wrote (24140)	12/7/1999 10:56:00 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Rudedog: Yeah BUT!! As you likely know I also own stock in CPQ. Have owned it nearly as long as SUNW. Profit in CPQ-neglibile Profit in SUNW--well over 500%. So whats wrong with this picture? JDN

To: rudedog who wrote (24140)	12/7/1999 3:20:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

The equities market disagrees with you. Here's some more numbers for you to ponder: (please excuse the formatting) SUNW CPQ Market Cap 113.9B 44.547B EPS 1.46 0.65 P/E 100.34 40.87 Profit Margin 9.6% 2.6% CPQ margin revenue 9/30/97 8.7% $6.4B 9/30/98 1.3% $8.7B 9/30/99 2.6% $4.9B SUNW 9/27/97 7.8% $2.0B 9/27/98 7.9% $2.4B 9/27/99 8.2% $3.1B SUNW has a bigger market cap, better management, and is moving in the right direction (UP). CPQ's profile shows that it is a business in transition and it is desperately trying to incorporate Tandem & DEC into a shrinking PC business. They bit off more than they can chew at a time when PC's are on there way out. That was a monumental mistake by EP & that's why he is gone. It's right there in the numbers, check it out. If CPQ can come up with a web-savvy business plan, they can get back in the game. But PC web-servers are not going to do it for them.